Configure Profile Settings
The following table summarizes the suggested Salesforce profile settings for the different components of the App. You can also enable access to any other relevant profiles as you deem it necessary by using this table as a reference.
| COMPONENT | FULL ACCESS | COMMENTS |
|---|---|---|
| AdIntel App | System Administrator, Marketing | Limit access to these profiles only. |
| TABS | ||
| AdIntel Config tab | System Administrator | Limit access to this profile only. |
| Adhoc Reports tab | System Administrator, Marketing | Grant access to any other profiles as needed. |
| AdIntel Logs | System Administrator, Marketing | Limit access to these profiles only. |
| DASHBOARDS | ||
| AdIntel Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Google AdWords Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Microsoft Bing Ads Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Facebook Dashboard | System Administrator, Marketing | Read only for other profiles. |
| REPORTS FOLDER | ||
| AdIntel Reports | System Administrator, Marketing | Read only for other profiles. |
| Google AdWords Reports | System Administrator, Marketing | Read only for other profiles. |
| Microsoft Bing Ads Reports | System Administrator, Marketing | Read only for other profiles. |
| Facebook Reports | System Administrator, Marketing | Read only for other profiles. |
| STANDARD OBJECTS | ||
| Lead.ads__Landing_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Lead.ads__Referral_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Contact.ads__Landing_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Contact.ads__Referral_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Opportunity.ads__AdIntel_Web_Analytics__c | System Administrator | Read only for other profiles. No need to add this field to the page layout. |
| CUSTOM OBJECTS | ||
| AdIntel | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Web Analytics | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Tracker | All relevant profiles | These records are managed while the user is on a lightning page where AdIntel Web Activity component is displayed. Thus the user profile needs full CRUD permissions. |
| AdIntel OAuth | System Administrator, Marketing | Read only for other profiles. |
| Ad Performance | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Log | System Administrator, Marketing | Read only for other profiles. |